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PROCESS MANAGER HELP ARTICLES

Creating A Task

Job tasks can be created, edited and utilized to quickly perform repeatable processes and workflows. Learn how to maximize the value of Job Templates by reading our thorough Help Desk guide.

Job Launch Checklist

All jobs can have up to ten checks assigned to them. All ten are fully customizable. This guide details how to assign and customize each Job Launch Checklist field.

Job Fields

All jobs can have up to ten fields assigned to them. This guide walks you through how to assign and customize these fields within the Job Management | Job Fields blade.

Job Statuses

Learn how to utilize job statuses in your Kradle account, including creating and editing customized job statuses based on your business’ needs.

Archiving Jobs

The Job Archives blade provides a list of all jobs that have been archived. The list can be arranged by Job Name, Description, Job Type, Creation Date, Completion Date.

All Jobs

The All Jobs blade provides a list of all current jobs in your Kradle account which have yet to be archived. The list provides filters and sorting functions and can be arranged in a number of ways.

Task Approvals

The Task Approval blade lists all tasks that are awaiting approval by a user. Until approval has been confirmed by the user, these tasks are unable to proceed.

My Jobs

The My Jobs blade is a list of all jobs that have been assigned to a user or selected by a user. The status of a job will be either system status ‘Active’ or a custom status.

Job Pool

Job Pool is a list of all jobs that are waiting for selection by a user so that work on the next task in the process can commence. The status of a job in the Job Pool will always be ‘Idling’.

Launching A Job

The Jobs Ready To Launch blade displays all jobs that are ready to be launched. Within Kradle there are three types of job: Regular, Scheduled and Gigs.

Job Preparation

Job Preparation can be thought of as a final gatekeeper before launching a job. Within this blade two types of jobs can be seen and toggle between, including Regular Jobs and Scheduled Jobs.

Task Library

The Task Library allows for regularly used Tasks to be created, saved and implemented into future job processes and templates.

Job Template Folders

Job templates can be organized in a unique folder structure, making them easier to locate, execute and automate with your business’ needs

Working With Templates

Job templates can be created, edited and utilized to quickly perform repeatable processes and workflows. Learn how to maximize the value of Job Templates by reading our thorough Help Desk guide.

You are here:

PROCESS MANAGER HELP ARTICLES

Creating A Task

Job tasks can be created, edited and utilized to quickly perform repeatable processes and workflows. Learn how to maximize the value of Job Templates by reading our thorough Help Desk guide.

Job Launch Checklist

All jobs can have up to ten checks assigned to them. All ten are fully customizable. This guide details how to assign and customize each Job Launch Checklist field.

Job Fields

All jobs can have up to ten fields assigned to them. This guide walks you through how to assign and customize these fields within the Job Management | Job Fields blade.

Job Statuses

Learn how to utilize job statuses in your Kradle account, including creating and editing customized job statuses based on your business’ needs.

Archiving Jobs

The Job Archives blade provides a list of all jobs that have been archived. The list can be arranged by Job Name, Description, Job Type, Creation Date, Completion Date.

All Jobs

The All Jobs blade provides a list of all current jobs in your Kradle account which have yet to be archived. The list provides filters and sorting functions and can be arranged in a number of ways.

Task Approvals

The Task Approval blade lists all tasks that are awaiting approval by a user. Until approval has been confirmed by the user, these tasks are unable to proceed.

My Jobs

The My Jobs blade is a list of all jobs that have been assigned to a user or selected by a user. The status of a job will be either system status ‘Active’ or a custom status.

Job Pool

Job Pool is a list of all jobs that are waiting for selection by a user so that work on the next task in the process can commence. The status of a job in the Job Pool will always be ‘Idling’.

Launching A Job

The Jobs Ready To Launch blade displays all jobs that are ready to be launched. Within Kradle there are three types of job: Regular, Scheduled and Gigs.

Job Preparation

Job Preparation can be thought of as a final gatekeeper before launching a job. Within this blade two types of jobs can be seen and toggle between, including Regular Jobs and Scheduled Jobs.

Task Library

The Task Library allows for regularly used Tasks to be created, saved and implemented into future job processes and templates.

Job Template Folders

Job templates can be organized in a unique folder structure, making them easier to locate, execute and automate with your business’ needs

Working With Templates

Job templates can be created, edited and utilized to quickly perform repeatable processes and workflows. Learn how to maximize the value of Job Templates by reading our thorough Help Desk guide.